Forvis Mazars Wealth Advisors’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$400K Sell
2025
Q2
$364K Sell
2025
Q1
$340K Buy
2024
Q4
$408K Buy
2024
Q3
$347K Sell
2024
Q2
$287K Sell
2024
Q1
$318K Sell
2023
Q4
$330K Sell
2023
Q3
$281K Sell
2023
Q2
$349K Buy